Data sourced from ASIC Financial Advisers Register
Financial Adviser · CANNONVALE, QLD

Stephen John Obst

CANNONVALE, QLD
30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000292611
Practice
Eclipse Financial Planning - Whitsunday
Cannonvale, QLD (practice address on ASIC register)
Licensed through Alliance Wealth
View practice

About Stephen John Obst

Stephen John Obst is a financial adviser based in Cannonvale, Queensland, with 30 years of experience in the financial services industry since 1996. Stephen works at Eclipse Financial Planning - Whitsunday, which is licensed through Alliance Wealth. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Stephen is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Self Managed Superannuation Funds Course
Financial Essentials

Registration History

Alliance Wealth Pty Ltd
Aug 2022 - Present Current
Alliance Wealth Pty Ltd
Oct 2021 - Aug 2024 Ceased
Charter Financial Planning Limited
Oct 2012 - Feb 2021 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Sep 2005 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register